Easy Install Solar CRM is designed for multi-party coordination. Internal admins, managers, clients, and subcontractors can all interact with the system in different ways, and assignments help connect the right people to the right records.
Clients and subcontractors are not just contact rows
The CRM supports dedicated client and subcontractor flows, including custom fields, add/edit pages, single views, and job relationships. These records are operational participants, not passive address-book entries.
Because they can be tied into job communication and visibility, make sure these records are created cleanly and consistently. It improves messaging, notifications, billing follow-up, and job clarity later.
Assignments drive visibility and accountability
When a user, subcontractor, or client is assigned to a job, that assignment should reflect a real operational relationship. The benefit is not just access. Assignments also support notifications, message visibility, due-date awareness, and stronger collaboration.
If your team wants the CRM to reduce confusion, assign intentionally. Avoid broad, default assignment habits that make every user see everything.
Use custom fields where your business has unique requirements
Jobs, clients, and subcontractor flows support custom fields. This is useful when your electrical service workflow requires structured information that is not part of the base schema. Examples include permit references, service zones, preferred equipment notes, or customer-specific operational markers.
The best custom fields are the ones teams will genuinely use in real decisions. Avoid filling the forms with fields that only add friction and no practical value.